Financial Planners - Financial Planning - Adelaide - Richard Baker - Adelaide

Richard Baker

DIrector / Financial Planner

As a qualified financial planner with over 25 years banking and financial planning experience, my aim is to help clients identify ways to achieve their financial goals. As a husband and father of two young girls, my own goals have changed over the years but my professional goals remain. I am committed to meeting the needs of my clients and provide solutions to their financial objectives. I enjoy the challenge that presents.

What do I enjoy about financial planning?

I enjoy helping clients protect what they have and assisting them to take advantage of opportunities available to them. One of the key aspects I enjoy is making a difference to client’s lives.

Something you don’t know about me ...

Sport dominated my life in my younger days when I enjoyed playing both club and representative cricket and Australian Rules football. I have been a multiple State and National yachting title holder and currently love fishing, golf and spending time with my family.

How I can advise you

  • Retirement planning
  • Financial planning
  • Investment planning
  • Superannuation including Self Managed Super Funds (SMSF)
  • Wealth creation
  • Insurance (life cover, disability, income protection and trauma)

Qualifications

  • CERTIFIED FINANCIAL PLANNER™
  • Diploma in Financial Planning

Memberships & Associations

  • AMP Financial Planners Association